10月，苹果在中国销量激增37%
11月18日，市场研究公司Counterpoint Research最新发布的监测数据显示，10月苹果在中国智能手机市场交出亮眼成绩单。受iPhone 17系列热销拉动，当月苹果在华手机销量同比激增37%，市场份额一举攀升至25%，这是自2022年以来苹果单月市场份额首次突破四分之一关口。
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Nov
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Nov
Rokid订单量暴增！ “双11”智能眼镜总销售额达5000万元
据界面新闻，在11月13日举行的Rokid与时尚眼镜巨头暴龙（BOLON）跨界合作发布会上，Rokid创始人祝铭明透露，今年“双十一”期间，该公司智能眼镜总销售额达到5000万元。
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Nov
凯伦股份：拟1.72亿元收购控股子公司佳智彩18%股权
11月18日，凯伦股份(300715.SZ)公告称，公司拟以现金方式收购苏州和彩企业管理合伙企业（有限合伙）及苏州源彩企业管理合伙企业（有限合伙）合计持有的苏州佳智彩光电科技有限公司（以下简称“佳智彩”）18%股权，交易价格1.72亿元。公司持有佳智彩的股权比例由51%提升至69%。本次交易构成关联交易，不构成重大资产重组。
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Nov
消息称京东方和三星显示就OLED知识产权诉讼达成和解
据澎湃新闻，11月19日，记者获悉，经过多轮沟通协商，京东方和三星显示已就显示领域知识产权方面的争议达成和解，并已向美国国际贸易委员会（ITC）提交了共同中止并终止调查申请，后续将尽快撤销美国337调查及其他关联案件。
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Nov
小米：中国大陆地区4,000–6,000元价位段的智能手机销量市占达18.9%
11月18日，小米集团公告，根据第三方数据，2025年第三季度，小米在中国大陆地区的高端智能手机销量在整体智能手机销量中的占比为24.1%，同比提升4.1个百分点
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Nov
GlobalFoundries expands SiPh footprint with AMF acquisition in Singapore
GlobalFoundries (GF) has acquired Singapore-based Advanced Micro Foundry (AMF), positioning the US chipmaker as the world’s largest pure-play silicon photonics (SiPh) foundry and expanding its reach across next-generation AI datacenter infrastructure. Announced on November 17, the deal strengthens GF’s manufacturing scale, technology capabilities, and R&D footprint across Asia and the US, while underscoring Singapore’s growing role as a strategic semiconductor hub. The companies did not disclose financial terms.
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Nov
Lagis opens second plant with triple capacity, targets own-brand and OEM growth
Taiwan’s minimally invasive surgical device maker Lagis Enterprise has completed its second factory, three times the size of its original facility. Chairman Cheng-hung Chen said the plant has completed setup and is undergoing GMP certification, with production slated to begin by late November. The expanded capacity is expected to be a key growth driver in 2026.
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Nov
Switch 2 hardware and competition status
The Switch 2 launches strongly, shaking up the industry landscape as Nintendo takes on the dual giants Sony and Microsoft
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Nov
3D DRAM steps into AI inference: d-Matrix links with Alchip, Andes for Raptor build-out
d-Matrix completed a US$275 million Series C round in early November, raising its valuation to US$2 billion, and is speeding up the commercialisation of its 3D In-Memory Compute (3D IMC) technology and its next-generation Raptor inference accelerator for data centres as generative AI inference chips evolve quickly.
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Nov
South Korea solar growth lags government target; agrivoltaics seen as key solution
South Korea is seeking to expand renewable energy capacity to 100GW by 2030 as part of its accelerated decarbonization plans, with solar power positioned as a central pillar. Yet solar deployment has slowed in recent years, and industry estimates suggest the country will add only around 3GW of new capacity annually through 2028, half the level required to stay on track for 2030 targets. The gap reflects longstanding structural challenges, including limited land availability, grid bottlenecks, and persistent local resistance.